Archive

Monthly Archives: December 2013

The final step in setting up a Worker to allow them to use the Retail functions is to assign them to a Retail Position. This will assign them all of the correct rights so that they are able to access the POS Registers, and also dictate what transactions they are able to perform.

NOTE: This is part of the Setting Up A Retail Store With POS blueprint series where we show how to configure the retail module within Dynamics AX, and then deploy out the Point Of Sale registers for capturing sales. If you want to see all of the other posts in this series, click here.

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Before a worker is able to allow Workers to use the POS Registers, they need to be assigned a Retail Position on the organization so that they have the required rights and privileges. If we don’t already have an open Position for the employee, then we will need to create one.

NOTE: This is part of the Setting Up A Retail Store With POS blueprint series where we show how to configure the retail module within Dynamics AX, and then deploy out the Point Of Sale registers for capturing sales. If you want to see all of the other posts in this series, click here.

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Once you have your Store configured, you will want to assign workers to them so that they will be able allowed to use the POS Registers. This is done by adding them to the stores address book, and also configuring their default Retail options.

NOTE: This is part of the Setting Up A Retail Store With POS blueprint series where we show how to configure the retail module within Dynamics AX, and then deploy out the Point Of Sale registers for capturing sales. If you want to see all of the other posts in this series, click here.

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In order to start selling via the Retail Channels, we need to create a Store to sell through. The Store will be associated with warehoused for stocking, customer address books for sales, and also employee groups to manage who can work at the store and their permissions. Also, later on we will be able to attach POS Registers to the stores so that we can access all of the store information and transactions through a disconnected session, and synchronize with the store later on.

NOTE: This is part of the Setting Up A Retail Store With POS blueprint series where we show how to configure the retail module within Dynamics AX, and then deploy out the Point Of Sale registers for capturing sales. If you want to see all of the other posts in this series, click here.

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After creating a Store there is a small housekeeping step that needs to be performed. And that is to add the Store to the Organizational Hierarchies. Later on we will use this as we are defining the Product Assortments to assign valid sellable products to stores.

NOTE: This is part of the Setting Up A Retail Store With POS blueprint series where we show how to configure the retail module within Dynamics AX, and then deploy out the Point Of Sale registers for capturing sales. If you want to see all of the other posts in this series, click here.

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Before we set up the Store, we need to quickly create a Warehouse that we will use to manage the store inventory. This will be replenished from our main warehouses, but will allow the store managers and users to use the POS system for cycle counts, and also allow all of the organization to view the available inventory separated out by store.

NOTE: This is part of the Setting Up A Retail Store With POS blueprint series where we show how to configure the retail module within Dynamics AX, and then deploy out the Point Of Sale registers for capturing sales. If you want to see all of the other posts in this series, click here.

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Before you start I would make one small suggestion for your system. And that is to change the numbering sequence on the Store and Register ID’s to be manual. This is an entirely optional step, but having a store code and also a register code that is easy to read directly from the screen will make the process a little easier.

NOTE: This is part of the Setting Up A Retail Store With POS blueprint series where we show how to configure the retail module within Dynamics AX, and then deploy out the Point Of Sale registers for capturing sales. If you want to see all of the other posts in this series, click here.

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Dynamics AX 2012 now has a retail module that includes store management, and also the ability to set up Retail Point of Sales (POS) terminals to take orders, manage store inventory and also track customers. It may seem a little bit daunting to set up, but it’s really not that hard.

In this blueprint we will go through all of the steps that are required for you to set up your first retail store and then configure the POS register so that you can take orders through the touch screens.

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A lot of the posts that you will find here on this blog are a little lengthy, and rather than have one great big blog post that you have to scroll through in order to find a particular piece of information, I have created Blueprint indexes.  These will give you a quick way to find the particular step in the process that you are interested in, and also give you a simple overview of the process that you are researching.

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Once the Kanbans have been assigned to a Work Cell they will then be visible to the users through the Kanban Board for Process Jobs and they will be able to report the jobs started and completed through a single screen.

NOTE: This is part of the Configuring Lean Manufacturing blueprint series where we show how to configure production processes using the Lean Manufacturing functionality that is built into Dynamics AX 2012.. If you want to see all of the other posts in this series, click here.

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